In this episode, Izzy and Laura host Scott D. Zelniker. Scott D. Zelniker, CRPC®, CRPS® Senior Vice President–Wealth Management Private Wealth Advisor Senior Portfolio Manager at The Zelniker Dorfman Carr & Heritage Group, UBS Financial Services Inc. Private Wealth Management, shares with listeners his story of moving to Sarasota. This episode is enlightening to professionals who wonder about living and working in Sarasota. You don’t want to miss it!
Scott D. Zelniker The Zelniker, Dorman, Carr and Heritage Group
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Get ready to meet the man, the myth, the legend: Scott Zelniker. He’s been crafting customized solutions for his clients since the early ’90s, and his secret to success is a razor-sharp ear for client concerns and a fierce dedication to their needs. Scott’s the missing puzzle piece in every advisory network, bringing his expertise in wealth planning, philanthropy, risk management, and business succession planning to the table. And with direct access to global resources and intellectual capital at UBS, Scott’s the perfect partner for complex liquidity events and long-term estate planning. But don’t just take our word for it – Scott’s loyal clients, many of whom have been with him for decades, can attest to the impact he’s made in their lives and institutions. And as a true industry pro, Scott’s even shared his best practices with other professionals and lent his insights as a panelist for the Money Management Institute. Oh, and did we mention he’s been recognized as a top industry leader by Forbes and NAPA? It’s no wonder Scott’s the go-to guy for anyone looking for financial guidance with a personal touch.
